GeoEconomics Commentary & Analysis

We offer real-time analysis and commentary on a range of economic issues including international trade, economic sanctions, the European economy, and inclusive growth.

Econographics

Jul 28, 2022

When does an economy enter recession?

By Charles Lichfield, Sophia Busch

US GDP growth was negative for two consecutive quarters, fulfilling textbook definitions of a recession. Regardless of definition, this period of contraction is different from previous periods with a much tighter labor market.

Economy & Business Macroeconomics

Econographics

Jul 26, 2022

Slow growth exacerbates China’s financial stability risks

By Hung Tran

China's slowing growth, if left unchecked, will threaten its small- and medium-sized banks. This "Achilles' heel" of its banking system will be further weakened by spreading problems in the property sector.

China Economy & Business

New Atlanticist

Jul 21, 2022

The world isn’t ready for the looming emerging-market debt crisis

By Vasuki Shastry and Jeremy Mark

A perfect storm of economic forces threatens to swamp developing countries, and the international community—starting with the G20—isn't prepared to do much about it. 

Economy & Business Financial Regulation

Econographics

Jul 14, 2022

The Euro at parity with the USD: Implications for the global economy

By Hung Tran

The difficult challenges facing the Euro Area and actions taken to calm inflation in the US make it difficult for the EA and other countries to undertake their own policy measures to counter the looming stagflation and recession threats.

Economy & Business Europe & Eurasia

Econographics

Jul 13, 2022

Ukraine needs more international support

By Hung Tran and Charles Dallara

As the war in Ukraine becomes severely protracted, the international community by advancing Ukraine’s proposed roadmap to end the war and clarifying its economic policies in response to Russian aggression.

Economy & Business European Union

Econographics

Jul 13, 2022

Emerging markets need new engines of growth

By Niels Graham

External tailwinds such as trade, interest rates, and commodity prices propelled emerging market growth throughout the 2000s. However, as the global macroeconomic backdrop shifts these conditions are increasingly becoming headwind risks.

Economy & Business Macroeconomics

New Atlanticist

Jul 1, 2022

Summit speed read: How the G7 and NATO pushed back on Putin

By Daniel Fried

The free world’s leading institutions did a lot this week—but the war still hangs in the balance. Here's what was agreed to and what is yet to be accomplished.

Conflict Financial Sanctions and Economic Coercion

New Atlanticist

Jun 30, 2022

Why Russia’s economy is more resilient than you might think

By Josh Lipsky

With each recession, Russian institutions—and the population itself—have become increasingly inured to economic trauma.

Economy & Business Financial Sanctions and Economic Coercion

EconoGraphics

Jun 30, 2022

Global Sanctions Dashboard: Russia default and China secondary sanctions

By Charles Lichfield, Maia Nikoladze and Castellum.AI

Russia's default on sovereign debt; EU oil ban; China secondary sanctions threat; Middle Eastern illicit networks

China East Asia

Diversity, Equity, and Inclusion

Jun 29, 2022

Trouble for Emerging Markets could spell trouble for all

By Jeff Goldstein

With emerging markets in a difficult position, they should be encouraged to use capital controls in some circumstances, develop more effective debt resolution programs, and acquire funds from advanced economies and international financial institutions.

Economy & Business Financial Regulation
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